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Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
1026
Private Trust Company
Ohio
$5.74M +$237K +1,274 +4%
AI
1027
Ariel Investments
Illinois
$5.74M -$1.28M -6,873 -17%
OLA
1028
Oliver Luxxe Assets
New Jersey
$5.74M -$73.9K -397 -1%
NCM
1029
Narwhal Capital Management
Georgia
$5.72M -$230K -1,237 -3%
SVWAG
1030
Sound View Wealth Advisors Group
Georgia
$5.69M -$247K -1,326 -4%
FRA
1031
Frank Rimerman Advisors
California
$5.68M -$245K -1,317 -4%
SWK
1032
Stephen W. Kidder
$5.66M +$34.4K +185 +0.5%
BCFS
1033
Butensky & Cohen Financial Security
Florida
$5.65M -$38.3K -206 -0.6%
CAIM
1034
Catherine Avery Investment Management
Florida
$5.65M -$195K -1,049 -3%
GFG
1035
Greystone Financial Group
Michigan
$5.65M -$2.75M -14,791 -30%
HAG
1036
HighPoint Advisor Group
Illinois
$5.65M -$64.8K -348 -1%
AFP
1037
Ausdal Financial Partners
Iowa
$5.65M +$337K +1,808 +6%
BFA
1038
Bragg Financial Advisors
North Carolina
$5.65M -$154K -826 -2%
BTI
1039
Blue Trust Inc
Georgia
$5.63M -$630K -3,384 -9%
PAM
1040
Peak Asset Management
Colorado
$5.63M +$842K +4,526 +15%
CW
1041
CreativeOne Wealth
Kansas
$5.62M -$753K -4,046 -11%
ACM
1042
Altrius Capital Management
North Carolina
$5.62M +$78.7K +423 +1%
DWA
1043
Douglass Winthrop Advisors
New York
$5.61M +$1.73M +9,307 +38%
SG
1044
StoneX Group
New York
$5.61M +$99.2K +533 +2%
PF
1045
Prosperitas Financial
California
$5.61M +$544K +2,923 +9%
LOIM
1046
Liberty One Investment Management
Illinois
$5.61M +$65.5K +352 +1%
RWM
1047
Rench Wealth Management
Texas
$5.6M +$46.9K +252 +0.8%
CB
1048
Community Bank
New York
$5.57M -$82.5K -443 -1%
CAM
1049
Cidel Asset Management
Ontario, Canada
$5.56M +$44.7K +240 +0.7%
FAM
1050
Fulcrum Asset Management
United Kingdom
$5.55M +$2.17M +11,669 +55%
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